Deskripsi Pekerjaan
Join our prestigious private banking team as a Relationship Manager and become the trusted advisor to high-net-worth and ultra-high-net-worth clients. This strategic role combines deep financial expertise with exceptional relationship-building skills to drive client acquisition and portfolio growth. You'll leverage our extensive product ecosystem and collaborate with specialized advisors to deliver personalized wealth management solutions. The ideal candidate will thrive in a dynamic environment where client satisfaction and business development intersect, helping clients navigate complex financial landscapes while achieving their long-term goals.
Tanggung Jawab
- Develop and maintain deep relationships with high-net-worth and ultra-high-net-worth clients
- Identify and acquire new clients through targeted networking and strategic outreach
- Partner with internal product specialists to deliver integrated financial solutions
- Conduct comprehensive portfolio reviews and provide proactive investment advice
- Ensure compliance with regulatory requirements and internal policies
- Develop and execute client retention strategies to maximize lifetime value
- Monitor market trends and client needs to identify new business opportunities
Kualifikasi
- Bachelor's degree in Finance, Business, Economics, or related field
- Minimum 5 years of experience in private banking or wealth management
- Proven track record in client acquisition and portfolio management
- Strong knowledge of investment products, estate planning, and tax strategies
- Exceptional communication, negotiation, and relationship-building skills
- Relevant certifications (CFA, CFP, or equivalent) preferred
- Ability to work independently while collaborating effectively with cross-functional teams